See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,057 | $39,819-19.5% | $67,834-52.7% | $57,658-44.4% |
| Participation rate | 44.5% | 61.2%-16.7pp | 68.8%-24.3pp | 70.2%-25.7pp |
| Annual return | 6.26% | 9.19%-2.9pp | 138.47%-132.2pp | 5.13%+1.1pp |
| Employer contribution / active EE | $481 | $1,277-62.3% | $2,403-80.0% | $1,974-75.6% |
| Participant deferral / active EE | $1,633 | $2,209-26.1% | $3,160-48.3% | $3,061-46.6% |
| Admin fee / account holder | $38 | $84-54.8% | $4,622-99.2% | $95-60.0% |